City State Bank’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.5K | Hold |
1,100
| – | – | 0.02% | 327 |
|
|
2025
Q1 | $51.3K | Hold |
1,100
| – | – | 0.02% | 331 |
|
|
2024
Q4 | $55.4K | Sell |
1,100
-50
| -4% | -$2.52K | 0.02% | 311 |
|
|
2024
Q3 | $54.7K | Hold |
1,150
| – | – | 0.02% | 317 |
|
|
2024
Q2 | $47.7K | Hold |
1,150
| – | – | 0.02% | 314 |
|
|
2024
Q1 | $50K | Sell |
1,150
-225
| -16% | -$9.78K | 0.02% | 307 |
|
|
2023
Q4 | $58K | Hold |
1,375
| – | – | 0.03% | 283 |
|
|
2023
Q3 | $46K | Sell |
1,375
-100
| -7% | -$3.35K | 0.03% | 301 |
|
|
2023
Q2 | $50K | Buy |
1,475
+200
| +16% | +$6.78K | 0.03% | 295 |
|
|
2023
Q1 | $46K | Buy |
1,275
+375
| +42% | +$13.5K | 0.03% | 291 |
|
|
2022
Q4 | $43K | Buy |
900
+800
| +800% | +$38.2K | 0.03% | 286 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 525 |
|
|
2022
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 531 |
|
|
2022
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 536 |
|